Deepen - Explore untapped areas

For business adoption and sales managers

Deepen your knowledge and expand your usage of Dynamics 365 Sales.

Drive value with the Sales app

Increase your knowledge of the Sales app to drive value within your organization:

Video: Reduce costs with intelligent automation

Video: Increase flexibility with digital-first solutions

Extend your Sales app by exploring advanced features

Dive into untapped areas of the Dynamics 365 Sales app:

• Create a product catalog (video tutorial)

• Manage quotes and orders

• Project revenue with sales forecasting

• Get started with in-app marketing

• Work with activities in the Kanban view

• Enforce best practices with playbooks

• Set up a product catalog

Note

• Explore these resources and more in the complete sales manager guide for Dynamics 365 Sales.
• To further customize Dynamics 365, explore Microsoft AppSource.

Expand your knowledge of complementary Dynamics 365 products

Explore additional functionality available for Dynamics 365 Sales:

• Learn about AI-driven insights.

• Customize using Microsoft Power Platform.

• Analyze your sales data by using Power BI template apps.

• Use LinkedIn Sales Navigator with the Sales app.

• Integrate with Microsoft Teams.

• Automate Sales calls within the application.

Self-guided learning modules

Deepen your knowledge of Dynamics 365 Sales at your own pace using self-guided Learn modules:

• Work with Dynamics 365 Sales Insights

• Introduction to configuration in Dynamics 365 model-driven apps

• Create surveys with Dynamics 365 Customer Voice

Note

To explore other roles and content, see Overview of adoption framework for Dynamics 365 Sales.